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Legacy Wealth Partners (California)’s AT&T T Stock Holding History

Legacy Wealth Partners (California)’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-20,488
Closed -$451K – 114
2020
Q1 		$451K Buy
20,488
+827
+4% +$22.6K 0.42% 48
2019
Q4 		$561K Buy
+19,661
New +$568K 0.41% 59

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Wealth Partners (California)'s T Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of AT&T (T) in Q2 2020, closing a stake of 20,488 shares — an estimated $451K sold.

Legacy Wealth Partners (California) first reported a position in T in Q4 2019 and held it in 2 quarters. The position peaked at $561K in Q4 2019. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining AT&T position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 20,488 AT&T shares in Q2 2020, an estimated $451K.
  • Legacy Wealth Partners (California) first reported a position in AT&T in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s AT&T position peaked at $561K in Q4 2019.
  • 2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.